How to use Tags, Segments, and Custom Fields in Kit (Formerly Known as ConvertKit)

Wondering what’s the difference between tags and segments in Kit (formerly known as ConvertKit)? And honestly, what the heck is a custom field? We’ll break down what all these jargony terms actually mean and how to use them the right way so that you can ensure that the right emails go to the right subscribers at the right time.

Stop Guessing Who Should Get Which Email: How to Strategically Organize Your Subscribers

While organizing your tags might seem tedious, getting your subscribers organized can transform your email marketing automation strategy (and can help you set your business up for success in the future as it grows). In this post, you’ll uncover why it’s so important, as well as learn some practical steps to help you set up your email marketing for sustainable growth that truly respects and meets the
needs and interests of your subscribers.

How Often Should You Email Your List?

How often should you be emailing your list? It’s one of the most common questions I get – and also one of the most anxiety-producing, because the standard advice pulls in every direction at once. After polling my list and working with dozens of clients across industries, here’s what I actually think.

15 Signs Your Email Marketing Is Actually Supporting Your Practice (Beyond Opens, Clicks, and Replies)

Many credentialed professionals who built their business on their expertise typically only have a vague sense of whether or not their email marketing is working, and often turn to vanity metrics like open and click-through rates as a sign that things are working. But how can you tell if email marketing is truly supporting your practice, rather than just sitting there looking fine on the surface?

Which Email Marketing Platform Is Right for Credentialed Professionals?

There’s no shortage of people telling you which email platform to use. But the right answer depends entirely on what you actually need email to do for your practice – and most platform comparisons skip that question entirely. Here’s a framework to help you figure it out.

Should You Resend Your Newsletters to Non-Openers?

Resending newsletters to non-openers feels like a no-brainer – more chances to be seen, a bump in your open rate. But routine resending may be working against your business. Here’s what’s actually happening under the hood, and when a resend is worth it.

Why Consent Is the Foundation of Ethical Email Marketing

The temptation to add everyone who crosses your path to your email list makes sense. But attendance at your event isn’t the same as permission to email them. Here’s why consent has to come first – and what that looks like in practice.

Email Marketing vs. Newsletters: What’s the Difference?

If you’re a therapist, coach, or financial advisor starting an email newsletter, you’ve probably noticed people use “newsletter” and “email marketing” interchangeably. But there is a difference, and understanding it matters for choosing the right platform and strategy. Email marketing exists on a spectrum from pure information-sharing to active selling, and newsletters typically sit at the intersection of thought leadership and updates. Knowing where your emails fall on this spectrum helps you make better decisions about what to send, how often, and which tools will actually support your goals.

Should you have a newsletter for your small business?

Newsletters are one of the most effective marketing tools for credentialed professionals. Email marketing offers service-based businesses a reliable way to stay visible and nurture relationships with past clients, prospective clients, and referral partners without fighting social media algorithms. This post covers the reasons for starting a newsletter (and why business owners tend to overlook it), and the Newsletter Identity Profile, a framework for helping you to map out what type of newsletter makes sense for your business.

Kit vs. Substack: Which Platform is Right for Your Service-Based Business?

If you’ve been Googling “Kit vs. Substack,” here’s the honest answer: they’re not really competing for the same job. Kit is an email marketing platform built for service-based business owners who need to segment their audience, automate their onboarding, and promote what they do. Substack is a publishing platform built for writers where the newsletter itself is the product. The simplest way to put it – if your newsletter supports your business, you want Kit. If your newsletter IS your business, Substack might be worth a look. In this post, I’ll walk you through how they compare across features, pricing, and use cases so you can stop second-guessing and pick the one that actually fits.